cliff. all these complaints about government spending too much, so let's just take it for what it's worth, go over the cliff and cut out that government spending, and i find it interesting that a lot of the same people that want the government to cut back on spending kind of don't want it because of the markets, so you can't really have your cake and eat it, too. if we do go over the cliff there will be pullback in the market. >> what's the strategy though? what's the strategy? let's put aside speculation of going over or not going over. what's the strategy going into year end? where do you want exposure in terms of equities? >> definitely want to be long. i certainly wouldn't want to go short because you don't want to go into this uncertainty making decisions on something you don't know is going to happen. you just don't know what the taxes are or what's going to come about, so i really wouldn't make my decisions based on an unknown. i would pick steady solid names and stick with them and g